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Strategic Wealth Investment Group’s Mondelez International MDLZ Stock Holding History

Strategic Wealth Investment Group’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-262
Closed -$17.7K – 172
2025
Q2 		$17.7K Buy
+262
New +$17.5K 0.03% 79
2025
Q1 		– Sell
-131,462
Closed -$7.85M – 89
2024
Q4 		$7.85M Sell
131,462
-8,110
-6% -$536K 0.87% 41
2024
Q3 		$10.2M Buy
139,572
+40,154
+40% +$2.82M 1.09% 33
2024
Q2 		$6.49M Buy
+99,418
New +$6.82M 0.82% 46
2023
Q4 		$562K Buy
+7,761
New +$532K 0.08% 76

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Investment Group's MDLZ Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Mondelez International (MDLZ) in Q3 2025, closing a stake of 262 shares — an estimated $17.7K sold.

Strategic Wealth Investment Group first reported a position in MDLZ in Q4 2023 and held it in 5 quarters. The position peaked at $10.2M in Q3 2024. 1,929 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Mondelez International position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 262 Mondelez International shares in Q3 2025, an estimated $17.7K.
  • Strategic Wealth Investment Group first reported a position in Mondelez International in Q4 2023 and held it in 5 quarters.
  • Strategic Wealth Investment Group's Mondelez International position peaked at $10.2M in Q3 2024.
  • 1,929 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.